Carter House Association Inc
Nonprofit profile at a glance
- EIN
- 620537633
- IRS 990-EZ coverage
- 2015–2015
- Forms available
- Form 990 2014, Form 990-EZ 2015
- Location
- Franklin, TN, USA
- Phone
- 6157911861
- Rating
- 54
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- History Museums
Reported finances
- Revenue
- $-507,977
- Expenses
- $1,378
- Assets
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2015. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- ED UNDERWOOD (PRESIDENT)
People named in this filing
- ED UNDERWOOD (PRESIDENT)
- J T THOMPSON (VICE PRES)
- MIKE PLUMLEY (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2015. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Historic preservation of memorial to the battle of franklin.
What it reported doing in 2015
Organized for the purpose of maintaining and preserving a memorial to the battle of franklin. The carter house provides guided tours of the house and grounds, operates a museum and gift shop on the historic property. The organization has various programs and special events throughout the year intended to educate the public as to historical events.
Operating model
- Revenue model
- Earned-program. 80% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and assets have declined or grown slowly.
Rating breakdown
- Financial Efficiency: 42
- Transparency & Controls: 82
- Sustainability: 10
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 8.2%; rating input score 8
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -100.3%; rating input score 7; 7th percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: -74.6% per year; rating input score 0; 2nd percentile among comparable filings
Details
- Where the money goes: 8.2% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $1K in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 3 filed schedules
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 8/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Operating margin scored 7/100.
- High — Sustainability: Total-asset coverage ratio scored 1/100.
- Review — Sustainability: Officer compensation ratio scored 57/100.